Jacob DalyCRD Number: 6014986
Current Firm: Sagepoint Financial, Inc.
Jacob Daly (CRD# 6014986) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in San Diego, CA and has over 4 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|First Investors Advisory Services LLC||San Diego, CA||Oct 2014 - Current||2|
|First Investors Corporation||San Diego, CA||Oct 2014 - Current||2|
|Uber||San Diego, CA||Jul 2014 - Oct 2014||< 1|
|First Investors Corporation||San Diego, CA||Jul 2014 - Oct 2014||< 1|
|J.p. Morgan Securities LLC||San Francisco, CA||Jan 2014 - Jun 2014||< 1|
|Jp Morgan Chase Bank||San Rafael, CA||Jun 2011 - Jan 2014||2|
|J.p. Morgan Securities LLC||San Rafael, CA||Oct 2012 - Dec 2013||1|
|Chase Investment Services Corp||San Rafael, CA||Jan 2012 - Oct 2012||< 1|
|Hog Island Oyster Company||Marshall, CA||May 2010 - Jun 2011||1|
|Sonoma State University||Rohnert Park, CA||Jan 2008 - May 2010||2|
|Cpa Valet||Novato, CA||Oct 2007 - May 2010||2|
|United States Air Force||Colorado Springs, CO||May 2005 - Oct 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2012|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
Total Assets Under Management4,385MILLIONS
Total Number of Accounts23,011ACCOUNTS
Average Account Value$190,540
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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